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Originally posted by speedyl
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Exactly right. If you talk to JZ you will know that the small stage 1 OT is rightly not the priority at the moment. Its getting the funding for the commercial scale development that is the priority and that is what will propel the SP. JZ knows that it is a race to production and the 1st producers are the ones who will get the best deals with the best companies and IMO AGY is at the forefront in this. Also remember AGY is not looking to produce a generic product to sell on the spot market or to multiple companies. JZ has smartly seen that there is alot more value and a higher sales price can be achieved by customising the company's product to one or a few specific OT parties with whom he wants to build a very strong long term relationship. These things all take time and are often longer than what he or us shareholders had envisaged but in the long term those strong relationships will benefit the company immensely. Just look back at how much this small company has achieved in the short amount of time. Its quite incredible IMO and again shows how unique AGY is. If you are in short term or a trader then maybe AGY isnt the company for you but long term IMO AGY will be many multiples of it's current MC.
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Well said speedy,
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